Curzon Wealth Management Limited in Bridgend, CF32 7BL

Description

Data updated on: 01-11-2023

The enterprise is known as Curzon Wealth Management Limited. This company first started eleven years ago and was registered under 08561105 as its reg. no. This particular office of this firm is situated in Bridgend. You may find them at 4 Commercial Street, Ogmore Vale. The firm's SIC and NACE codes are 65110 meaning Life insurance. December 31, 2022 is the last time when company accounts were reported.

That firm owes its accomplishments and constant improvement to a team of two directors, who are Matthew C. and Samantha C., who have been managing the firm since June 2013.

Executives who control the firm include: Matthew C. owns over 1/2 to 3/4 of company shares and has over 1/2 to 3/4 of voting rights. Samantha C. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2014-05-31	2015-05-31	2016-05-31	2017-05-31	2018-05-31	2018-12-31	2019-12-31	2020-12-31	2021-12-31	2022-12-31
Currency
Net Worth	18 059	2 452	812

Balance Sheet
Cash Bank In Hand	14 852	26 116	29 771
Cash Bank On Hand			29 771	29 600	80 785	61 442	85 333	137 921	516 240	499 754
Current Assets		26 116	48 624	113 173	180 999	174 699	266 426	441 391	1 025 601	1 481 176
Debtors			18 853	83 573	100 214	113 257	181 093	303 470	509 361	981 422
Intangible Fixed Assets	285 472	214 104	142 736
Net Assets Liabilities			812	32 726	76 366	86 367	165 839	293 789	553 962	706 863
Net Assets Liabilities Including Pension Asset Liability	18 059	2 452	812
Other Debtors				56 491	32 205	30 000	104 298	177 838	398 824	866 162
Property Plant Equipment			5 418	3 612	6 584	11 559	10 314	18 566	30 359	20 826
Tangible Fixed Assets	744	6 451	5 418

Capital & Reserves
Called Up Share Capital	102	102	102
Profit Loss Account Reserve	17 957	2 350	710
Shareholder Funds	18 059	2 452	812

Other Financial Data
Amount Specific Advance Or Credit Directors		62 665	9 231	56 311	999	703	56 074	111 520	278 358	745 695
Amount Specific Advance Or Credit Made In Period Directors			87 934	129 542		95 296	224 777	225 446	394 356	467 337
Amount Specific Advance Or Credit Repaid In Period Directors			34 500	64 000	56 311	95 000	168 000	170 000	227 518
Accumulated Amortisation Impairment Intangible Assets			214 104	234 495	254 886	266 781	298 791	330 801	791 670	1 261 098
Accumulated Depreciation Impairment Property Plant Equipment			3 419	5 225	8 226	11 305	13 385	6 031	11 812	21 345
Average Number Employees During Period				2	2	2	3	10	11	12
Bank Borrowings					152 361	254 018	223 077	2 219 207	2 624 097	2 974 989
Bank Borrowings Overdrafts			148 602	125 846	120 711	221 559	185 262	1 980 784	2 307 692	2 568 372
Creditors			148 602	125 846	120 711	221 559	185 262	4 243 102	3 888 431	3 467 532
Creditors Due After One Year	206 147	155 869	148 602
Creditors Due Within One Year	76 863	88 351	47 365
Fixed Asset Investments Cost Or Valuation	6 154	6 154	6 154
Fixed Asset Investments Provisions		6 153	6 153
Fixed Assets	286 217	220 556	148 155	125 958	108 539	258 788	225 533	4 450 118	4 001 042	3 522 081
Increase From Amortisation Charge For Year Intangible Assets				20 391	20 391	11 895	32 010	32 010	460 869	469 428
Increase From Depreciation Charge For Year Property Plant Equipment				1 806	3 001	2 999	2 080	3 919	5 781	9 533
Intangible Assets			142 736	122 345	101 954	206 978	174 968	4 431 552	3 970 683	3 501 255
Intangible Assets Gross Cost			356 840	356 840	356 840	473 759	473 759	4 762 353	4 762 353
Intangible Fixed Assets Aggregate Amortisation Impairment	71 368	142 736	214 104
Intangible Fixed Assets Cost Or Valuation	356 840	356 840
Investments Fixed Assets	1	1	1	1	1	40 251	40 251
Net Current Assets Liabilities	-62 011	-62 235	1 259	32 614	88 538	49 138	125 568	86 773	441 351	652 314
Number Shares Allotted	1	1	1
Other Creditors			13 450	31 173	19 602	26 256	22 847	2 262 318	1 580 739	899 160
Other Investments Other Than Loans			1	1	1	40 251	40 251	-46 404
Other Taxation Social Security Payable			9 480	24 951	41 209	66 846	80 196	91 611	257 999	186 396
Par Value Share	1	1	1
Property Plant Equipment Gross Cost			8 837	8 837	14 810	22 784	23 699	24 597	42 171
Share Capital Allotted Called Up Paid	1	1	1
Tangible Fixed Assets Cost Or Valuation	930	8 063	8 837
Tangible Fixed Assets Depreciation	186	1 612	3 419
Total Additions Including From Business Combinations Intangible Assets						116 919		4 288 594
Total Additions Including From Business Combinations Property Plant Equipment					5 973	7 974	915	12 171	17 574
Total Assets Less Current Liabilities	224 206	158 321	149 414	158 572	197 077	307 926	351 101	4 536 891	4 442 393	4 174 395
Trade Debtors Trade Receivables			18 853	27 082	68 009	83 257	76 795	125 632	110 537	115 260
Amounts Owed To Group Undertakings										187 687
Disposals Decrease In Depreciation Impairment Property Plant Equipment								11 273
Disposals Property Plant Equipment								11 273

Company staff

Matthew C.

Role: Director

Appointed: 07 June 2013

Latest update: 28 February 2024

Samantha C.

Role: Director

Appointed: 07 June 2013

Latest update: 28 February 2024

People with significant control

Matthew C.

Notified on 8 June 2016

Nature of control:

over 1/2 to 3/4 of shares

over 1/2 to 3/4 of voting rights

right to manage directors

Samantha C.

Notified on 8 June 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Accounts Documents

Account next due date	30 September 2024
Account last made up date	31 December 2022
Confirmation statement next due date	21 June 2024
Confirmation statement last made up date	07 June 2023

Annual Accounts 22 May 2015
Start Date For Period Covered By Report	07 June 2013
End Date For Period Covered By Report	31 May 2014
Date Approval Accounts	22 May 2015
Annual Accounts 24 February 2016
Start Date For Period Covered By Report	01 June 2014
End Date For Period Covered By Report	31 May 2015
Date Approval Accounts	24 February 2016
Annual Accounts 22 February 2017
Start Date For Period Covered By Report	01 June 2015
End Date For Period Covered By Report	31 May 2016
Date Approval Accounts	22 February 2017
Annual Accounts
Start Date For Period Covered By Report	01 June 2016
Annual Accounts
Start Date For Period Covered By Report	01 June 2017
End Date For Period Covered By Report	31 May 2018
Annual Accounts
Start Date For Period Covered By Report	01 June 2018
End Date For Period Covered By Report	31 December 2018
Annual Accounts
Start Date For Period Covered By Report	01 January 2019
End Date For Period Covered By Report	31 December 2019
Annual Accounts
Start Date For Period Covered By Report	01 January 2020
End Date For Period Covered By Report	31 December 2020
Annual Accounts
Start Date For Period Covered By Report	01 January 2021
End Date For Period Covered By Report	31 December 2021
Annual Accounts
Start Date For Period Covered By Report	01 January 2022
End Date For Period Covered By Report	31 December 2022
Annual Accounts
End Date For Period Covered By Report	31 May 2017

Curzon Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Matthew C.

Samantha C.

People with significant control

Matthew C.

Samantha C.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2014

Address:

Post code:

City / Town:

HQ address,
2015

Address:

Post code:

City / Town:

Accountant/Auditor,
2014 - 2016

Name:

Address:

Post code:

City / Town:

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Curzon Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Matthew C.

Samantha C.

People with significant control

Matthew C.

Samantha C.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2014

Address:

Post code:

City / Town:

HQ address, 2015

Address:

Post code:

City / Town:

Accountant/Auditor, 2014 - 2016

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

HQ address,
2014

HQ address,
2015

Accountant/Auditor,
2014 - 2016